LightReach allows you to offer lease financing for both solar and HVAC proposals directly within SubcontractorHub. This integration streamlines the financing process and helps you close more deals with flexible lease options. Follow the steps below to connect your LightReach account and start offering financing through your proposals.
Step 1: From the main menu, open the “Manage Integrations” dropdown and click “Integrations”.
Step 2: Click on the ‘Financing Partners' tab on the left-hand side.
Step 3: Locate the LightReach financing card and click “Connect”.
Step 4: Choose if you would like to integrate LightReach for solar or HVAC by selecting the corresponding option.
Step 5: To integrate LightReach for solar, enter the Base URL, Solar Username, Solar Password and Solar Alias. Then click “Verify and connect”.
Step 6: To integrate LightReach for HVAC, enter the Base URL, HVAC Username, HVAC Password and HVAC Alias. Then click “Verify and connect”.
Step 7: Once LightReach is connected, the financing card will look like the example below. Click on “Disconnect” to disconnect LightReach finance. Click on “Reconnect” to reconnect LightReach finance.
